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International Assets Investment Management’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

International Assets Investment Management’s Portfolio MMTM Stock Details MMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-240
Closed -$58.3K – 2335
2024
Q2 		$58.3K Buy
+240
New +$55.4K 0.01% 1122

Other funds holding MMTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

International Assets Investment Management's MMTM Position: Q3 2024 in Review

International Assets Investment Management sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q3 2024, closing a stake of 240 shares — an estimated $58.3K sold.

International Assets Investment Management first reported a position in MMTM in Q2 2024 and held it in 1 quarter. The position peaked at $58.3K in Q2 2024. 34 funds tracked by Wall St. Rank hold MMTM as of Q3 2024.

  • International Assets Investment Management reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 240 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2024, an estimated $58.3K.
  • International Assets Investment Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $58.3K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.